MB
MB

Marcos Bunge

19 Years of Experience
Miami, FL
Broker

Marcos Bunge is a registered investment advisor at Morgan Stanley, based in Miami, FL, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

200 S. Biscayne Blvd., Miami, FL, 33131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Marcos is a passive owner and partner in MDE Venture LLC, an elder care business in Miami, Florida, since May 2024. This activity is investment-related and requires minimal time.

Employment History
Current Registrations
Morgan Stanley
April 2021 - Present · 5 yrs 1 mo
Morgan StanleyBroker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
June 2008 - April 2021 · 12 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
August 2006 - April 2021 · 14 yrs 8 mos
State Registrations12 states
AZCADCDEFLGAILNYSDTXWAWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.